Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,885 | $73,848-90.7% | $143,799-95.2% | $68,486-89.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.54% | 0.91%-17.4pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,142 | $3,184-64.1% | $4,952-76.9% | $2,597-56.0% |
| Participant deferral / active EE | $1,227 | $3,385-63.7% | $5,638-78.2% | $4,028-69.5% |
| Admin fee / account holder | $3,309 | $5,755-42.5% | $14,677-77.5% | $5,404-38.8% |